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Manage Your Quotes with CPQ
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            Product Actions in Salesforce CPQ

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            Product Actions in Salesforce CPQ

            A product action performs an action on a product option, such as selecting or deselecting the option within its bundle, or hiding the option from view. Product actions target options based on the parent product rule’s scope, conditions, and evaluation event. You can also use product action fields to change the action’s target scope. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            A Product action target one or more product options in all quotes to which the parent product rule applies. You can choose either one product option or use filtering logic to apply the action to a group of products that fall within the filter. For example, you could target all products where the product name contains “US.”

            Important
            Important You can use product actions on only product rules with a Type field set to Selection.
            Example
            Example

            An IT hardware distributor has a catalog where several products have different US and UK versions. They would like a quote setup where sales reps can choose which region's products are displayed. You can configure this beginning with the following product rule.

            Product Rule
            Conditions Met: All
            Scope: Product
            Evaluation Event: All
            Type: Selection
            Active: Selected

            Add two product actions to this rule. These actions use filter to automatically display all product with product names containing “US” and hide all products with product names containing “UK.”

            Product Action 1 - Show US Products
            Type: Show
            Filter Field: Product Name
            Operator: Contains
            Filter Value: US
            Product Action 2 - Hide UK Products
            Type: Hide & Remove
            Filter Field: Product Name
            Operator: Contains
            Filter Value: UK

            You can then create a second rule with action that shows all UK products and an action that hides all US products. This setup has almost all the same values as your first product rule. Switch around “US” and “UK” in each action’s filter value and make sure that the product rule has a fitting name.

            • Product Action Fields
              To create or modify a product action, enter the information in the appropriate fields. Some fields aren’t visible or editable depending on the page layout and field-level security settings. (Salesforce CPQ Managed Package)
             
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